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Explore how cost of living adjustments (COLAs) impact contribution limits and the operations of qualified retirement plans, SEP plans, and SIMPLE plans. Learn about the annual adjustments required by Section 415 of the Internal Revenue Code and how they affect your clients' retirement planning.

Explore how advisors can make a significant impact on clients' financial journeys through personalized guidance and support. 
 
 Our Advisor Stories series showcases real-world insights and strategies from successful advisors.

Help your clients navigate the new automatic enrollment requirements for retirement plans under the SECURE 2.0 Act. 

Help clients understand the new tax credit for including military spouses in their employer-sponsored retirement plans under the SECURE 2.0 Act, guiding them through eligibility criteria and benefits.

Use these tips to encourage younger generations to start saving for retirement — enhancing your advisory practice and fostering long-term client relationships. 

Help clients find simple opportunities to save more money, positioning yourself as a supportive and effective advisor.

Help your clients understand the improved coverage and new eligibility rules for long-term part-time (LTPT) employees under the SECURE 2.0 Act.

Enhance your advisory practice by bridging the financial literacy gap among clients, positioning yourself as a valuable resource and trusted advisor. 

Guide clients to stay on track with their retirement savings goals, fostering retirement confidence and long-term financial success. 

Help clients understand the Pension-Linked Emergency Savings Accounts (PLESAs) introduced by the SECURE 2.0 Act, and guide them through the implementation and benefits of PLESAs.

Help your clients confidently navigate their investment journey by understanding and managing their risk tolerance, positioning yourself as their trusted financial guide.

Guide sole proprietor clients through the process of establishing and funding their 401(k) plans, helping them take full advantage of the new provisions under SECURE 2.0.